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About the Role
Wolfe Research is seeking a motivated Sales Assistant to join one of our NY-based Sales Teams. This role offers mentorship with eventual progression into a Sales Associate position and is open year-round to build a candidate pipeline.
Responsibilities
- Provide support to the Senior Sales Team.
- Maintain the client CRM, including extracting client resource utilization for proper monetization.
- Identify revenue-generating opportunities.
- Ensure proper and efficient distribution of research.
- Assist with client requests and needs.
- Participate in ad hoc group projects to improve sales team operations.
- Create client presentations using Excel & PowerPoint.
- Provide organizational support for client and industry events.
Requirements
- Bachelor's Degree from an accredited College/University with a strong academic track record.
- Organizational skills and strong attention to detail.
- General interest in financial markets with familiarity of equity markets and the institutional equities marketplace.
- Self-starter with the ability to work both autonomously and collaboratively.
Location
- NY-based
Work Type
- Full-time
Education Level
- Bachelor's Degree
Salary/Compensations
- $80,000-$90,000
Benefits
- Annual discretionary incentive bonus
- Medical coverage
- Dental coverage
- Vision coverage
- Life insurance
- Accident insurance
- Disability insurance
- Paid time off packages
- Vacation days
- Sick days/leave
- Paid holidays
- Paid parental leave
About the Company
- Wolfe Research, LLC is a premier independent sell-side research firm committed to best-in-class content and strategic growth.
- The firm produces objective and distinguished research across covered sectors, delivering services with intense care and specificity to institutional clients.
- Wolfe strives for excellence and differentiates itself through high standards for effort, client service, thoughtfulness, and integrity.
- The company provides a home for top-ranked, innovative analysts and sales people, emphasizing and resourcing talent mentorship.
- Wolfe Research has established a leading reputation for sector and macro research, with its QES product offering stock selection models, portfolio analytics, hedging tools, ESG product, and alternative data.
- Wolfe Research's analysts were voted #4 on a weighted basis for equity research in 2026 by institutional clients in the Extel (formerly Institutional Investor) All-America Research Poll.
- The company aims to be a place where diverse, talented people want to come, stay, and do their best work.
- Wolfe Research focuses on equality and believes diversity strengthens the company.
Equal Opportunity
- Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics.
- The company is fully focused on equality and believes deeply that diversity makes the company stronger.